NAFA Asset Managers Pvt Ltd
AUM (Cr.)
331.54
No. of Clients
206
No. of Investment Approach
3
As On
29 February 2024
NAFA Capital Advisors, the parent company of NAFA Asset Managers, is an India-focused, integrated financial services platform with activities in investment management and corporate advisory. NAFA Capital Advisors specialises in providing a variety of financial services, advisory services and asset management services across a broad array of asset classes under a single umbrella. The NAFA Group's asset management business includes a private equity fund, public equities & debt market investment management and wealth management services with a wide suite of products to invest in. NAFA will also be launching its Fintech Lending platform towards the end of 2020.The NAFA Group has a team of experienced professionals with in-depth knowledge and expertise in their areas of focus. With decades of combined experience in the financial sector and the group's unmatched network across sectors, NAFA is uniquely armed to enhance profitability and drive business growth.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Emerging Bluechip Portfolio |
MID CAP | 44.83% | 18.07% | 27.62% | 24.26% | 01 Mar, 2016 |
Small Cap Portfolio |
SMALL CAP | 32.30% | 15.36% | 24.18% | 21.36% | 11 Mar, 2019 |
Clean Tech Portfolio |
MID CAP | 60.85% | 28.01% | NA | NA | 22 Sep, 2021 |
* Returns are as on 31st March 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Portfolio Manager Profile
Mr Balaji Vaidyanath
CEO & CIO
AMC Registered Address
302, 3rd Floor, Naman Centre, Plot No. C - 31, G Block, Bandra Kurla Complex, Bandra (E), Mumbai 400 051
SEBI Reg No : INP000006989
AMC Investor Login Link
Click here
AMC Website Link
Click here
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